On 23 September 2026, FUNDVALUE GmbH hosted its 4th Lunch & Talk in Lugano, bringing together an inspiring group of investment professionals and guests for an engaging exchange in an exceptional setting.        

Our guest speakers, Benjamin Schliemann, Founder & Chief Investment Officer, and Stephanie Tack, Head of Europe & Global Business Development at @Accumulus Capital Management, provided fascinating insights into Accumulus’ investment philosophy and approach to absolute-return investing.

The discussion focused on topics including:

🔹 Absolute-return strategies and capital preservation
🔹 Bottom-up manager selection
🔹 Investing in emerging and differentiated investment managers
🔹 Risk management and portfolio construction
🔹 Opportunities in alternative investments and today’s changing market environment

Accumulus has been managing absolute-return focused multi-manager portfolios since 2001, with a philosophy centred on capital preservation, disciplined risk management and seeking returns with low correlation to traditional equity and bond markets.

A special thank you to Benjamin Schliemann and Stephanie Tack for the valuable insights and the open discussion, and to Yonni Cohen and Encounter Capital for their generous sponsorship and support of this event.

And of course, thank you to all our guests for joining us and contributing to another successful Lunch & Talk.

Great conversations, valuable perspectives and an excellent atmosphere — exactly what these events are all about.

We look forward to welcoming you to our next FUNDVALUE Lunch & Talk!